MARK FRANCIS BORG

Financial Adviser · Unley, SA

Registered

Registration Number

000247909

Registration Status

Registered

Location

Unley, SA 5061

Providing Advice Since

1985

Registration Date

01/01/2004

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2013 - ASX Listed Product Accreditation Course (LPAC) - Other - LPAC Online
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.